Bits and pieces from my time at this year’s conference, a ‘rest of the rest’ wrap-up. After two years of Zoom presentations and virtual meetings, it was fantastic once again to be greeting old friends and meeting newcomers face-to-face at Siggraph 2022, which was held in Vancouver. Perhaps like many others, I had low expectations for this year’s event. Would in-person … [Read more...] about Siggraph 2022: A virtual walk around the floor (recap)
AMD
AMD’s Q2’22 results
Revenue up 11% from last quarter to $6.6 billion, profit down 43% Q/Q. Unlike some of its competitors, AMD drove sales up in Q2 (above guidance and helped by Xilinx), although its expenses went up more, and margins and profit dropped. “We delivered our eighth-straight quarter of record revenue based on our strong execution and expanded product portfolio,” said AMD Chair … [Read more...] about AMD’s Q2’22 results
AMD adds new socket to its set
AM5 to follow on the longtime success of AM4, while other announcements create Computex buzz. At AMD CEO Lisa Su’s Computex keynote address, she disclosed how stable the AMD platform has been, while announcing a new one. The AM4 socket has been in continuous use and production since 2016—six years. Given how fast this industry moves, that is an incredible feat to get … [Read more...] about AMD adds new socket to its set
AMD, MediaTek, and Realtek broke display speed limit
Your pixels might get a speeding ticket. Video Electronics Standards Association (VESA) announced that the first video source and display devices supporting DisplayPort UHBR (Ultra-high Bit Rate) have been certified. To achieve that uber milestone—the highest data link rates supported by DisplayPort version 2.0—UHBR chipset source and display designs provided by AMD, … [Read more...] about AMD, MediaTek, and Realtek broke display speed limit
AMD Q1’22 financials
Double-digit revenue increase from last quarter, profit decrease Q-Q AMD continued its growth streak, reaching $5.9 billion in Q1’22, a YoY gain of almost 71%. However, gross margin (GAAP) fell 4% Q-Q, but was up 4.4% YoY. “The first quarter marked a significant inflection point in our journey to scale and transform AMD as we delivered record revenue and closed our … [Read more...] about AMD Q1’22 financials
12th Annual Lumiere Award winners named
Companies are recognized for their technical achievements. Winners of the 12th Annual Entertainment Technology Lumiere Awards were announced recently by the Advanced Imaging Society. The organization recognized nine distinguished technical achievements driving the entertainment industry forward with impact through innovation. The honorees are AMD, Brompton Technology, … [Read more...] about 12th Annual Lumiere Award winners named
Add-in board market reaches $51.8 billion in 2021
Quarter-to-quarter graphics add-in board shipments increased significantly by 29.5% year-to-year and 3.0% quarter-to-quarter. Unit shipments in the add-in board market increased in Q4'21 from last quarter, while AMD gained market share. Over $13.5 billion worth of AIBs shipped in the quarter. According to a new research report from the analyst firm Jon Peddie Research, AIB … [Read more...] about Add-in board market reaches $51.8 billion in 2021
AMDlinx—and now they are one
The Adaptive and Embedded Computing Group (AECG) adds 21% to the top line. In October 2020, at the height of the Covid pandemic, AMD surprised the computer industry by announcing it would acquire FPGA inventor and maker Xilinx for $35 billion in stock. Xilinx was founded one year after Altera. In 2015, Intel acquired Altera for $16.8 billion, and its revenue at the time … [Read more...] about AMDlinx—and now they are one
AMD’s Q4 2021 results
Revenue up 12% from last quarter to $4.8 billion, profit up 5.5% Q-Q. AMD reported record quarterly revenue of $4.8 billion, up 49% year-over-year, and record full-year revenue of $16.4 billion, up 68%. Gross margin expanded and operating income more than doubled from the prior year. “2021 was an outstanding year for AMD with record annual revenue and profitability,” … [Read more...] about AMD’s Q4 2021 results
CES 2022 highlights: AMD, Intel, Nvidia, Qualcomm
Can you even believe an in-person CES happened? CES 2022 started the year out with a bang, staging an in-person event in that charming little burg in Nevada, However, several dozens of the biggest and smartest companies chose not to go share the air with the unknown, unwashed, and unvaccinated throngs populating the casinos. AMD, Intel, and Nvidia all held virtual … [Read more...] about CES 2022 highlights: AMD, Intel, Nvidia, Qualcomm